Overview

I am a young planner that started my business heavy in life insurance and annuities, but I have made a big push towards managed money. I have been building my practice for over three years through cold calling and connections. I am interested in what other opportunities may be out there for me to build my practice.

Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred